See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,705 | $214,378-45.1% | $200,582-41.3% | $142,382-17.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.54% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $6,141 | $6,841-10.2% | $6,419-4.3% | $4,299+42.8% |
| Participant deferral / active EE | $10,725 | $9,865+8.7% | $9,331+14.9% | $6,507+64.8% |
| Admin fee / account holder | $246 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |